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New Wealth Directions

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Investments outside the Box: 

  • Index Funds
  • Listed Investment Companies
  • Exchange traded Funds
  • Retail Managed Funds
  • Agriculture
  • Precious Metals

Many of these investmensts are Uncorrelated to each other which reduces overall investment risk for you and your portfolio.
With low ongoing management fees (MER's)

Information

 Specialising in Self Managed Superannuation, the complete solution for your Families wealth

Take control of your Super 

If you already have A Self Managed Super fund or are contemplating to set one up. Then you need to ensure, you are fully utilising all of the benefits and features that a Self Managed Super fund can offer. 

 

WHY A NEW SMSF FUND

  • Take control of your Retirement
  • Eliminate costly Managed funds
  • Access to a Broad scope of Investments
  • Invest in your Business property
  • Invest in physical assets, subject to SIS
  • Invest in precious Metals, Gold, Silver .. 
  • Create certainty in your personal Will
  • Invest in Agriculture .. 
  • Insurance for your family

EXISTING SMSF FUND - services

  • Review and update your trust Deed
  • Update your Investment Strategy
  • check Compliance of your Fund with SIS
  • Check compliance with new Insurance laws

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